skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: HI Peter,
I just joined 5i, and really appreciate what I'm reading and learning on your site.
I'm down 59% with Burcon NutraScience, Bu., and 74% with Precious Metals and Mining Trust MMP.UN. Having held them both for 18+ months I'm loosing hope of them recovering. They are 7% positions each.
I'm thinking of taking my losses and moving the money to one of your pics which has some positive momentum; CF and BAD. What do you advise.
Read Answer Asked by Murray on February 07, 2014
Q: Hi Peter,
would you please explain a little about below data. Our AATSF.US has 14995.02, why it becomes 12656.09 after merge. thanks



T: Feb. 5, 2014
S: Feb. 5, 2014
Merger
AASTRA TECHNOLOGIES LTD
AS OF 02/04/14 CASH FOR MERGED SHRS 13,543.20 U$ CNV 1.1072000 AATSF:US 324 $0.00 $14,995.02
T: Feb. 5, 2014
S: Feb. 5, 2014
Merger
MITEL NETWORKS CORPORATION
AS OF 02/04/14 SHRS RECEIVED THRU MERGER MNW:CDN 1,166 $0.00 -$12,656.09
T: Jan. 29, 2014
S: Feb. 3, 2014
Buy
AASTRA TECHNOLOGIES LTD
UNSOLICITED AATSF:US 324 $41.50 -$13,452.95
Read Answer Asked by Yingzi on February 07, 2014
Q: What do you think of WIN's decision to not increase the dividend, despite the widening profit margins expected with low litigation costs? The buyback program was halted as well since November 6. The quarterly dividend requires $4.8 million of cash and the buyback was approx. $2.4mm quarterly. if they allocated the buyback capital to the divvy, this could have a 27 cent annual dividend, yielding somewhere near 8% at current levels. If they don't sell this thing, it seems like they could create value by making this a much better yielding royalty type security, while using the cash balance as a buffer for periods of unusual litigation activity. thanks.
Read Answer Asked by Evan on February 07, 2014
Q: Hello,
In addition to a savings account, I opened a $10k TFSA to serve that same purpose; I was thinking of buying Bell Aliant.
It has traded within a range between $25 and $28 for the last 5 years; it now sits at the low end of the range.
What do you think? Could you also suggest an alternative?
Thanks,
Tony
Read Answer Asked by Antoine on February 07, 2014
Q: Hello 5i Team!

I am looking to buy a consumer staple and I see that although you don't cover it, you seem to have good expectations for PG.

Read a couple articles talking about its recent decline being tied to the emerging markets crisis.. Would you recommend buying it at this level? waiting? or is there a better option?

Thanks in advance!
Read Answer Asked by Fay on February 06, 2014
Q: hello,

I am wondering why some of issues on your portfolio are NR (not rated)? What has prevented them from being rated?

Thanks
Read Answer Asked by Behrouz on February 06, 2014
Q: Hi Peter, I currently own shares of Canadian Lithium.Under the new symbol RBI how will they deal with the difference in share prices eg CLQ was at 30cents as opposed to the 82 cents for RBI. Thank you Bob.
Read Answer Asked by Robert on February 06, 2014
Q: Your client, a couple of days ago, was selling a stock he had held for many years and would experience a large appreciation. Something to check for income tax purposes is the "Statue of Limitations", which is for 7 years. His income tax may only be calculated on the appreciation for the last 7 years.

It's worth a looking into.
Read Answer Asked by Robert on February 06, 2014
Q: In response to Jason's query re:broker commissions,RBC Direct's commission is $9.95 regardless of total value of the account.
Read Answer Asked by Donald on February 06, 2014
Q: hi 5i,
not sure if this is your area of expertise or if you want to comment. if not , no problem.
what is your thought on the risk with the trillions of dollars in the derivatives market, and off market stuff. i read recently that one of the recent financial industry persons in europe who "fell from a high work office tower to his death" was trying to unwind a multi trillion dollar derivatives trading account for a major european financial institution. there have been quite a few of these strange deaths lately???
thx chris
Read Answer Asked by chris on February 06, 2014
Q: A new member and loving it! This is just a THANK YOU! I should have done this last year!
Read Answer Asked by Marilyn on February 06, 2014